Treasury Management Sales Leader

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.

Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:

• Competitive pay based on the position, qualifications, relevant experience, and skillset

• Paid Time Off

• Up to 14 paid holidays annually

• Comprehensive Medical, Dental, and Vision Insurance

• Employer Funded Health Savings Account

• Paid Parental Leave

• 401(k) with matching contributions

• Wellness Program to reduce health insurance premiums

• Free or discounted banking services

• Basic Life Insurance and AD+D

• Tuition Reimbursement Plan

• Associate Referral Program

• Associate Volunteer Program

• Employee Assistance Fund (subject to IRS guidelines)

• Employee Assistance Program

• Opportunities for training and career development

• Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

• Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Treasury Management Sales Leader is primarily responsible for the Treasury Management sales activities across the enterprise footprint including development of new Treasury Management business, expansion of existing business relationships, and providing oversight for the servicing of Treasury Management customers. The individual is responsible for development of Treasury Management business plans including marketing strategies and sales objectives.

Required Qualifications, Competencies, and Skills:

• Bachelor's Degree in Finance, Management, Business Administration or related field, or 4 years of directly related experience

• 7 years of experience in treasury management sales

• 5 years of sales leadership/supervisory experience

• Proven track record of leading a Treasury Management Sales function to achieve and exceed targets

• Strong knowledge and understanding of treasury management solutions, commercial banking products and payment systems, including but not limited to ACH, Remote Deposit Capture, Cash Management and other depository specific products and services

• Proficiency in Microsoft Office Suite to include Word, Excel, PowerPoint, Outlook and Teams

• Developed cognitive skills to include effective Problem Solving, Innovative and Analytical Thinking, sound Decision Making and effective Organization and Planning

• Developed intrapersonal skills to include Initiative, Resourcefulness, Tenacity and Follow-through

• Developed interpersonal skills to include excellent Communication, Client Focus, Influence, Versatility and Collaboration

• Developed leadership skills to include Strategic Thinking, Relationship Management, Achieving Results and Coaching and Development

• Developed sales skills to include Sales Drive, Pipeline Management, Prospecting and Negotiation

Preferred Qualifications, Competencies, and Skills:

• Master's degree in a business-related field

• Graduate of Banking School

• Professional certification such as Certified Treasury Professional or similar

• Experience with CRM systems and sales performance analytical tools

• Knowledge of regional market dynamics and business environment

Essential Duties and Responsibilities:

• Develop and lead the Treasury Management sales function across the banks footprint to achieve sales targets and objectives fostering a high-performance culture

• Work with Executive Management to develop annual Treasury Management revenue and expense budgets

• Develop and implement effective sales strategies and plans to drive revenue growth and retention of existing portfolio

• Drive sales growth by identifying new business opportunities and expanding relationships with existing customers

• Develop and execute strategic sales initiatives to achieve market penetration and revenue goals

• Develop and implement retention strategies to safeguard existing revenue streams

• Proactively address customer concerns and issues to ensure high levels of customer satisfaction

• Monitor account performance and take corrective actions as needed to maintain strong client relationships

• Collaborate with Relationship Managers, Financial Center Leaders and payments partners to identify cross-selling opportunities and enhance product offerings and ensure seamless delivery of treasury management solutions

• Oversee account management activities to ensure customer satisfaction and retention

• Build and maintain strong, long-term relationships with key clients and stakeholders

• Monitor and analyze customer needs, providing tailored solutions to meet their Treasury Management requirements

• Stay informed of industry trends, market conditions, and competitive landscape to identify opportunities for growth

• Act as primary coordinator of Commercial Payment activities for market strategies including the creation and continuing evolution of the market plan

• Partner with leaders across Treasury Management, Commercial Payments, Product and support organizations to ensure alignment and focus on customer success

• Act as a liaison between Treasury Management customers, sales staff and bank operational support staff and provide assistance to ensure Treasury Management customer service needs are satisfied

• Build and maintain internal relationships with commercial, retail and other line of business teams

• Develop and maintain ongoing Treasury Management training for Treasury Management sales staff and bank employees

• Consistently display our Core Values by Being Trustworthy, Uniting Communities, Inspiring Excellence, Living Like Owners, and Delivering Results

• Complies with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability

• Performs other duties and/or special projects as appointed by management

• Physical Requirements: primarily sitting with some standing, walking, lifting and bending

Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

If you require an accommodation to submit your application for an open position, please send an email request to talentmanagement@bankwithfidelity.com or call 985-612-2764. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

For assistance or questions regarding the recruitment process, please email talentmanagement@bankwithfidelity.com.

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